Industry News

Sources say AMD has transferred some orders for 4nm CPU chips from TSMC to Samsung

Update time : 2023-05-03 11:24:44

It appears that due to capacity problems, the release of laptops equipped with AMD Phoenix series Ryzen 7040 APUs was delayed from March to April, and then delayed until May before they were gradually launched.

According to the whistleblower @OreXda, AMD has signed an agreement with Samsung Electronics to transfer some 4nm processor business from TSMC to Samsung. It is worth mentioning that there is also news that Samsung has begun mass production of the third generation 4nm process to improve yield and energy efficiency. Customers may include Google Tensor G3 and Qualcomm Snapdragon 8 Gen 3.
It is said that TSMC's 4nm production capacity is running at full capacity, and customers such as Apple and Qualcomm also purchase 4nm mobile SoCs on this node, which makes AMD's production capacity allocation and bargaining power in the face of TSMC very limited. The company's Ryzen 7040 series "Phoenix" series mobile processors use the 4nm process and are currently using Samsung's 4nm node design (AMD has five options).
In general, switching to Samsung may bring more scalability to AMD, especially considering that "Phoenix" has been delayed many times, and AMD currently only has the 5nm+ 6nm Ryzen 7045 series "Dragon Range" in the high-end market, while in the mainstream and ultra-portable market only the 6nm 7035 series "Rembrandt-R" is left, but nothing is "suitable" to compete with "Raptor Lake-U" and "Raptor Lake-P".
However, since Intel's 13th generation Core processor is still based on Intel 7 nodes, there is currently no shipping pressure, so foreign media believe AMD may adopt a dual-source strategy like the rumored Qualcomm Snapdragon 8 Gen 4.

Previous : Microsoft Developed AI Chip to Reduce the Cost of Running Generative Artificial Intelligence

Next : ON Semiconductor Delivers 1 Billionth Inductive Sensor IC to HELLA

How many chips does a car need?

Sep .19.2024

Automotive chips can be divided into four types according to their functions: control (MCU and AI chips), power, sensors, and others (such as memory). The market is monopolized by international giants. The automotive chips people often talk about refer to

Position and Function of Main Automotive Sensors

Sep .18.2024

The function of the air flow sensor is to convert the amount of air inhaled into the engine into an electrical signal and provide it to the electronic control unit (ECU). It is the main basis for determining the basic fuel injection volume. Vane type: The

Chip: The increasingly intelligent electronic brain

Sep .14.2024

In this era of rapid technological development, we often marvel at how mobile phones can run various application software smoothly, how online classes can be free of lag and achieve zero latency, and how the functions of electronic devices are becoming mo

LDA100 Optocoupler: Outstanding Performance, Wide Applications

Sep .13.2024

In terms of characteristics, LDA100 is outstanding. It offers AC and DC input versions for optional selection, enabling it to work stably in different power supply environments. The small 6-pin DIP package not only saves space but also facilitates install

About Us

About Us What we do Quality People

Products

CHIP/IC Active devices Passive device Components OTHER

China electronic components supplier----Wah Luen Shing Electronic.----www.wlschip.com

Leave a message